TaxCalc Release Notes 2026

Below are the Release Notes for TaxCalc 2026 releases. Click to see the Release Notes for 2013-2019 > 2020-2024 > 2025

Please note we phase releases out so you may not see this available straight away.

TaxCalc Product Update - version 19.2.401 - Released on 13 May 2026

Please note: 

• For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

• This release may result in a change to the IR Mark on any existing V3 CT600 returns.

• Please check our System Requirements before installing this version of TaxCalc.

• This release is available upon request owing to a planned release w/c 18th May.

Product summary

• Practice Manager

Practice Manager

• Send to Document Manager is now available on macOS
  The ‘Send to Document Manager’ option has been enabled for macOS users. It is now accessible within the Check & Finish section across the following modules:

  • Tax

  • MTD Quarterly Filer

  • eSign

  • Accounts Production

  • VAT Filer

  • HMRC Forms

  • Companies House Forms

  • Company Incorporator

• Users integrated with multiple providers can select their preferred destination. Where only one compatible integration exists, it will be selected by default.

• Workiro 'enabled' status applied at practice level
  The Workiro ‘enabled’ setting is now managed at the practice level. This ensures the status is automatically applied to all existing clients and any new clients added to the practice, allowing them to have the option to send documents to Workiro.

• macOS eSign unexpectedly closing
  The eSign module no longer closes unexpectedly on macOS, ensuring a stable and consistent user experience.

TaxCalc Product Update - version 19.2.350 - Released on 29 April 2026

Please note: 

• For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

• This release may result in a change to the IR Mark on any existing V3 CT600 returns.

• Please check our System Requirements before installing this version of TaxCalc.

Product summary

• Tax Return Production

• MTD Quarterly Filer

• VAT Filer

• Practice Manager

• Accounts Production

• Biometric Identity Checks

• AML Centre

• Companies House Forms

General

• TaxCalc display should now adhere to operating system scaling settings with improved handling of high DPI displays.

• Printing using the ‘internal’ view modes has been improved throughout to:

  • Preventing printing of blank pages.

  • Allow for the printing of page ranges (rather than the entire document).

Tax Return Production

General Maintenance

• Mac users can now open locked returns and set them to unlocked status if required.

All SA Tax Returns

• HMRC Specials and Exclusions have been updated for the 2025/26 tax year.

SA100 Individual Tax Returns

• HMRC Helpsheets used within the application have been updated for the 2025/26 tax year (HS325, HS302, HS304, HS290, HS295, HS300, FTCR (HS263), HS345).

  • Please note that only screen changes have been made for Helpsheet HS345; we are waiting for a revised PDF of the HS345 from HMRC

• Improved validations relating to questions on the employment page regarding directorships and close companies.

• Improved the opening and closing of the Foreign Income & Gains (FIG) wizard to ensure that previous wizard history is retained.

• Averaging adjustments that are negative (_FSE72) will now appear on the Self Employment summary.

• Included additional wording on the Asset Details screen for Capital Gains Tax for Unlisted shares and securities to clarify treatment where there’s a claim for BADR and Investor’s Relief.

• Removed a Check & Finish warning message relating to Investors' Relief which is no longer required.

• Updated the calculation of losses relating to QAHC disposals when a claim for FIG relief is also being made.

• Updated the data entry for boxes FOR11.1 and FOR13.0 to ensure that the same information is being reflected in SimpleStep and HMRC Forms mode.

• Ensured that multiple copies of Foreign pages 6 and 7 are only displaying boxes 33-46 on one page (single entry boxes).

• Unlocked box FOR31 on the Foreign pages and also updated its tooltip to exclude reference to Furnished Holiday Lettings.

• Updated functionality relating to the parent page of the Foreign SimpleStep journey to ensure that data is only cleared when the action has been confirmed.

• Updated the Check & Finish message relating to mandation into MTD for Income Tax for 2026/27.

SA800 Partnership Tax Returns

• Updated the Partnership Land & Property Summary so that the losses row is only shown when there is an overall loss.

• Updated the Partnership Land & Property Summary so that ‘Cost of replacing domestic items’ is shown as a ‘Relief’ item rather than a ‘Tax Adjustment’.

• Locked the ‘Total other expenses’ box on the Land and Property and Foreign Land and Property screens as this value is calculated automatically.

SA900 Trust Tax Returns

• Ensured that the SA951 Tax Calculation Summary is correctly showing a value in box T7.35A.

• Retained the ticks in boxes 8.4 and 8.4.1 when Trust type ‘Unauthorised Unit Trust’ is selected on the ‘About The Trust’ page.

• Updated the display of taxable income rows on the SA302 Tax Summary.

CT600 Corporation Tax Return

• Included NEW CT600P Creative Industries supplementary pages.

  • Provided auto-recalculations for Returns where an AVEC/VGEC/Creative Tax Credit Relief claim has been made and the Return:

    • has not yet been filed

    • was previously locked

    • has been already submitted to HMRC but requires an amendment and re-submission.

• Updated CT600E Charities supplementary pages.

• Updated CT600L R&D Supplementary pages.

• Updated the writing down allowance (WDA) rate to 14% from 1 April 2026.

• Included functionality to manage first year allowance claims at 40%, applicable for purchases made on or after 1 January 2026.

• Updated the loan to participator calculations to take into consideration the increased rate of 35.75% from 6 April 2026.

• Updated print preview for CT600I Ring Fenced Trades.

• Ensured that the Corporation Tax Return prints as expected when an ‘amended’ watermark has been added.

MTD Quarterly Filer

• Updated functionality for foreign property businesses to ensure that data can be sent on a property by property basis for the 2026/27 tax year.

• Provided messaging to advise that a spreadsheet cannot be saved if its name exceeds 60 characters.

VAT Filer

• VAT submission receipt can now always be displayed and printed.

Practice Manager

Workiro Integration

• TaxCalc now integrates seamlessly with Workiro as a Document Management Provider, providing a smoother workflow for practices managing documents across both platforms.

• TaxCalc CloudConnect customers who use Workiro can now:

  • Authorise TaxCalc directly from Workiro (process managed by Workiro).

  • Send documents from TaxCalc straight to the client’s area within Workiro.

MTD

• Added functionality to always show the available MTD Tax Years on jobs and tasks. This will automatically default to the latest available year but users can select a different year from the dropdown menu.

• A new Work Item Status Widget called "MTD Quarterly Updates" has been added to the dashboard for improved visibility and tracking.

• Report ‘MTD IT - Potential clients based on 2025 income’ can now be run on standalone systems.

 Engager

• Limited companies can be set as limited by shares/limited by guarantee as applicable in Engager to ensure that Limited Companies created in TaxCalc from Engager have all the required fields.

 General Maintenance

• The ‘Add to eSign envelope’ button on the MTD QF module is available for documents that are in Progress

• New clients can now be authorised for SmartVault Document Manager without triggering an error

Accounts Production

• You can now prepare and electronically file SORP compliant accruals accounts for charities registered in Scotland and Northern Ireland.

• Limited companies, LLPs and Charities have been updated to apply the new FRC 2026 taxonomy for periods ending after 31 March 2026.

General Maintenance

• The Balance Sheet declaration will now display correctly when size of company (as defined by Companies Act) is set to medium or large and the accounts are audited.

• The Detailed Statement of Financial Activities is no longer displayed in the preview mode on all edit notes screens.

• Appliable iXBRL tagging has been applied to the other income note for successful filing to Companies House and HMRC.

• Gridlines will now display correctly when adding a standard or custom table within edit notes.

• Filing online will allow the user to file successfully to Companies House and will no longer result in the following online filling errors:

  • Element 'ix:hidden' cannot have character [children], because the type's content type is element-only." for periods starting in 2026.

  • cvc-complex-type.2.4.a: Invalid content was found starting with element '{"http://www.w3.org/1999/xhtml":div}'. One of '{"http://www.w3.org/1999/xhtml":tr}' is expected.

• Mac users should no longer experience intermittent crashes when previewing notes to the accounts or viewing drill-down of calculated values on the financial statements.

Biometric Identity Checks

• Date of birth will no longer be mandatory when creating Biometric Identity Check Wizard Step 2 (Client Details) for the following checks;

  • Biometric Identity Check for Companies House - Option 1

  • Biometric Identity Check for Companies House - Option 2

AML Centre

General Maintenance

• The Clients/Contacts filter within Client Due Diligence will now apply the filter selection correctly.

• The display will now be correct when selecting to add a custom source for source of wealth and funds.

• Synchronisation wizard will no longer highlight matching records as not in sync.

Companies House Forms

• Updated paper forms to their new versions:

  • AA01 - Change of accounting reference date

  • SH01 - Return of allotment of shares

General Maintenance

• Rejection code and details of the rejection will be displayed correctly in the online filing results window when forms CS01 and VS01 have received a rejection following submission Companies House.

• Sections 1-3 will now be populated correctly on the printed copy of the AA06 (Statement of guarantee by a parent undertaking of a subsidiary company).

TaxCalc Product Update - version 19.1.200 - Released on 16 April 2026

Please note: 

• For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

• This release may result in a change to the IR Mark on any existing V3 CT600 returns.

• Please check our System Requirements before installing this version of TaxCalc.

Product summary

• General

• Tax Return Production

• Practice Manager

• eSign Centre

• Accounts Production

• AML Centre

General

• Users on older Mac versions (for example ‘Ventura’) should now be able to connect to Cloud Connect.

• Users on older Mac versions should also be able to connect to other online services like Bookkeeping connect, eSign and AML verification.

Tax Return Production

• Printing of the Individual Tax Return has been updated to ensure that all the required boxes are populated as expected. A few fields were not appearing.

• SA302 Tax Calculation has been updated to exclude the personal allowance where both FIG income relief and FIG gains relief are both being claimed.

• Client sync wizard has been updated to ensure that it is not triggered when there is no data held in Practice Manager or the Tax Return.

• Automatically generated PDF attachments now print as expected. 

• Foreign income and gains can be entered into the Tax Return without issue on Mac.

Practice Manager

• Engagement letters can be successfully created from the client record as expected.

eSign Centre

• Adjusted eSign signature and date tag sizes to ensure they display correctly.

• Having an office client restriction no longer prevents users from being added to an eSign envelope.

Accounts Production

• Financial statements will display the previous scroll position when refreshing report after making changes via edit mode.

AML Centre

• Relevant document types will be displayed when creating identity evidence.

• Choosing to customise the document type will correctly display the dialog when creating identity evidence.

TaxCalc Product Update - version 18.1.200 - Released on 9 April 2026

Please note: 

• For Customers who have not already updated to Version 18, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

• This release may result in a change to the IR Mark on any existing V3 CT600 returns.

• Please check our System Requirements before installing this version of TaxCalc.

Product summary

• General

• Tax Return Production

• Accounts Production

• Practice Manager

General

• For some Mac users experiencing startup issues, TaxCalc should no longer unexpectedly close on startup.

Tax Return Production

• Print preview has been updated so that the data on the employment pages relating to boxes 7.2 and 7.4 is correctly aligned.

Accounts Production

• CIC accounts will submit successfully when uploading the zip package via the Companies House online filing portal.

Practice Manager

• Custom fields can now be created without causing TaxCalc to close unexpectedly.

• Users can send previously created and saved e‑Sign envelopes without encountering error warnings.

• Tax Work Item statuses can be created and saved without the application closing unexpectedly.

TaxCalc Product Update - version 18.1.170 - Released on 26 March 2026

Please note: 

• For Customers who have not already updated to Version 18, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

• This release may result in a change to the IR Mark on any existing V3 CT600 returns.

• Please check our System Requirements before installing this version of TaxCalc.

Product summary

• Tax Return Production

• MTD Quarterly Filer

• Practice Manager

• Accounts Production

• Companies House Forms

• Biometric Identity Checks

• AML Centre

• Technical

Tax Return Production

• General Maintenance

  • Ensured that Tax Returns are automatically saved when adding to eSign envelopes.

• SA100 & R40 – Individual Tax Return

  • Incorporation of the 2025/26 R40, SA100 Tax Returns and supplementary pages including:

    • Multiple changes to support the new Foreign Income and Gains (FIG) relief.

    • Removal of data entry relating to furnished holiday lettings.

  • Updated calculations, summaries and wizards.

  • Updated SimpleStep^(R) for the 2026 tax year.

  • Updated the Transition Profits wizard for the new tax year.

  • Added functionality so that Class 4 NIC losses can be tracked.

  • Added the ability to claim the new 40% first year allowance within the Capital Allowances wizard.

  • Added a new information message for individuals who have made pension contributions and reached the age of 75 during the year.

  • General Maintenance

    • The TaxCalc Summary no longer includes a second row for additional rate income twice in the non-savings total (display issue only).

    • Added auto-population of the Agent Reference Number (ARN) on the R40 where the ARN has been entered through Admin Centre.

• SA800 – Partnership Tax Return

  • Incorporation of the 2025/26 SA800 Tax Return and associated supplementary pages, including updates to summaries, wizards, HMRC helpsheets and worksheets.

  • Updated SimpleStep^(R) for the 2026 tax year.

  • General Maintenance

    • Added ability to view the partnership allocation table on the Property Summary when an overall loss has arisen.

• SA900 – Trust Tax Return

  • Incorporation of the 2025/26 SA900 Tax Return and associated supplementary pages, including updates to summaries, wizards, HMRC helpsheets and worksheets

  • General Maintenance

    • Unlocked box 5.17B on the Capital Gains Tax pages of the Tax Return.

    • The Tax Summary no longer includes a July payment on account when not required.

    • Updated the Tax Summary to only show rows relating to income tax chargeable when necessary.

• CT600

  • Added an option to attach iXBRL accounts from Accounts Production for charities. 

  • Added a reminder dialog to the RDEC wizard to ensure that RDEC claims are being added back in the tax computation where necessary.

MTD Quarterly Filer

• Simplified validation messages relating to commencement and cessation dates entered in the software.

Practice Manager

• Added Agent Authorisation for Making Tax Digital.

• Added the ability to fetch and link businesses with HMRC, within the client record, where a Tax Return Production or MTD Quarterly Filer licence is held.

• Made performance improvements to the bulk update to allow for more records to be updated in one operation, making it possible to remove the 30,000 jobs/tasks limit that was implemented previously.

• Added MTD Income Tax to the Filing status widget, so you can now see its availability status.

• Changes made to the ‘Clients Enrolled for MTD’ widget. This has been split in two. There is now a separate widget for ‘Clients Enrolled for MTD Income Tax’ and another for ‘Businesses Enrolled for MTD VAT’. This will make it easier for you to distinguish between those enrolled for MTD IT and those for MTD VAT.

• More MTD integration with PM:

  • Added ‘Link to Work Type’ dialog via MTD QF module.

  • Enabled ‘Link to Work’ button for MTD QF module.

  • Added link to work dialog for MTD QF module.

  • Added MTD Jobs automation around the different eSign statuses.

  • MTD: eSign – addition of the ‘Add to eSign’ button with the MTD module, so that MTD documents (Data Import Summary and Tax Calculation to Date) can be added to an eSign envelope alongside other document types.

  • MTD: Document Manager – signed MTD docs can now be sent to document manager from the eSign module.

Engager Integration

• Sending documents to Engager

  • Customers linked with Engager will be able to send documents to Engager. When you select ‘Send to Document Manager’, you will have an option to select from the providers available to you (for example, SmartVault and Engager) and also select the folder that you want the document(s) to be added to on the Engager side.

• Launching TaxCalc from Engager

  • Linked/Authenticated customers will be able to launch TaxCalc from Engager. This is to complement the feature that was added a few months ago to allow linked customers to launch Engager from TaxCalc.

General Maintenance

• Customers can now search and find any of their linked clients in SmartVault as expected.

• The Filing Status – MTD quarterly updates widget counters now shows data correctly and does not default to '0'.

• In SQLite, created tax years are now visible in the Select Tax Year dialog.

• Removal of a sentence that referenced a KB that was no longer active on the ‘Restore Database’ screen – users will no longer be clicking on a link that returns a 404.

• When setting client restriction within the Admin centre, the view is now as expected.

• Columns added to Practice Manager are now re-instated when the application is closed/re-opened.

• Performance improvements made to the VS01 report to ensure that it is always generated (and generated faster).

Accounts Production

• Charities incorporated as limited by guarantee can now file their financial statements electronically to Companies House in iXBRL format.

• Accountant’s report – Institute of Chartered Accountants Scotland (ICAS) and Association of Chartered Certified Accountants (ACCA) has been updated with appropriate links.

General Maintenance

• Opening Accounts Production will no longer display ‘Reference data is currently being updated’ when the status is completed (for some operating systems on a Mac).

• Importing a trial balance from third party will no longer result in an application crash on Macs.  

• The company information and director/member’s report will no longer display duplication if officers had ceased and then been re-appointed.

• The independent examiner’s remuneration note will only display rows with values in current and/or previous year.

• Financial statements for FRS 105 now include report of the directors for periods commencing on or after 6 April 2025.

• Values entered for the highest paid director note will now save correctly.

• Posting batch now saves the date correctly when changing the posting date.

• Generating a pdf report with a watermark will no longer result in an error.

• Where a prior year adjustment is posted, the Check & Finish^(R) message will no longer be displayed indicating the Total comprehensive income in Statement of Changes in Equity does not match Statement of Comprehensive Income.

• The iXBRL report has been updated to remove the additional line that resulted in a filing error for Community Interest Companies

• Filing online will allow the user to file successfully to Companies House and will no longer result in the following online filling errors:

  • The item ‘{http://xbrl.frc.org.uk/fr/20250101/core}FurtherItemLoansAdvancesGrantedToRelatedPartiesClassifiedAsFinancingActivitiesComponentCorrespondingTotal’ is not dimensionally valid.

  • Cannot find context definition with id 'GROUP_CURRENT_FY_PERIOD_InvestJointVenture1' on element '{http://xbrl.frc.org.uk/fr/2025-01-01/core}NameJointVenture'.

  • 2 Inconsistent duplicate fact values (core:Equity).

  • "Element 'ix:hidden' cannot have character [children], because the type's content type is element-only."

Companies House Forms

• Updated paper forms to reflect the Companies House fee increase effective 1 February 2026.

• The following forms have been updated to their new versions.

  • CH02 - Change of corporate director’s details

  • CH03 - Change of secretary’s details

  • CH04 - Change of corporate secretary’s details

  • AP04 - Appointment of corporate secretary

  • SH01 - Return of allotment of shares

  • AA06 - Notice of statement of guarantee by subsidiary company

• Form AA03 - Notice of resolution removing auditors from office has been removed, as the form is no longer in use following a change in legislation.

General Maintenance

• Form CH01 will now successfully file to Companies House where the occupation field is populated in Practice Manager.

• The confirmation statement will now populate all sections related to shares when the confirmation date is set to today’s date.

Biometric Identity Checks

• An option is now available to delete a biometric check record.

AML Centre

• A new field has been added to specify the issuing country when creating a new identity evidence record.

• The UK Sanctions list has been updated with appropriate links.

General Maintenance

• Identification and Risk Assessment records will now sync back to the Anti Money Laundering screen of the client record in Practice Manager.

• Risk assessment records can now be created without any errors.

• Sections requiring permissions for compliance officers will now be displayed correctly even if only one compliance role is created.

• AML identification records will no longer populate an incorrect country after saving.

Technical

• Upgrading the QT Framework that TaxCalc uses from QT5 to QT6.

• This framework upgrade will enable TaxCalc to take advantage of newer technologies to maintain security and enhance functionality into the future.

• NOTE: For Windows users only this will change the TaxCalc application from 32-bit to 64-bit. You will be automatically prompted to uninstall the existing 32-bit version during the setup of the new 64-bit version. This is expected.

TaxCalc Product Update - version 17.1.130 - Released on 13 February 2026

Please note: 

• For Customers who have not already updated to Version 17, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

• This release may result in a change to the IR Mark on any existing V3 CT600 returns.

• Please check our System Requirements before installing this version of TaxCalc.

Product summary

• Technical

Technical

• Upgrading the QT Framework that TaxCalc uses from QT5 to QT6.

• This framework upgrade will enable TaxCalc to take advantage of newer technologies to maintain security and enhance functionality into the future.

• NOTE: For Windows users only this will change the TaxCalc application from 32-bit to 64-bit. You will be automatically prompted to uninstall the existing 32-bit version during the setup of the new 64-bit version. This is expected.

TaxCalc Product Update - version 16.8.310 - Released on 08 January 2026

Please note: 

• For Customers who have not already updated to Version 16, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

• This release may result in a change to the IR Mark on any existing V3 CT600 returns.

• Please check our System Requirements before installing this version of TaxCalc.

Product summary

• Companies House Filing History

• TaxCalc 2025 for Individuals & Self-Employed

Companies House Filing History

• Polling for submissions via the Companies House Filing Log, where submissions contained at least one Confirmation Statement with director verification pages, will no longer result in the application crashing.

• Checking status via the Companies House Filing Log now works as expected in all scenarios and no longer displays the 'Companies House Filing History already open' dialog. A user that had this screen locked must log in once after update to clear the lock.

TaxCalc 2025 for Individuals & Self-Employed

• Resizing the product interface main screen is now possible so that all options are accessible when a size other than the default screen resolution is used.